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Neely D. Duncan

CPA, CFE, FCPA, Assurance Services Partner

         

2626 Howell Street, Suite 700

Dallas, Texas 75204

Main: 214.871.7500

Direct: 214.461.1437

Fax: 214.871.0011

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LICENSED IN:

Texas

EDUCATION:

Old Dominion University

Bachelors in Accounting, Magna Cum Laude

CERTIFICATIONS:

Certified Public Accountant (CPA)

EXPERIENCE

AREA OF FOCUS

AFFILIATIONS

AWARDS

With more than 15 years of auditing experience in public accounting, Neely’s responsibilities include planning, risk assessments, and completion of audit procedures; supervision of staff; and review of workpapers and financial statements; and attending board as well as audit committee meetings after completion of audit. Neely also performs forensic work related to various cases, internal controls consulting, as well as consulting for healthcare practices. In addition to handling the accounting and audit needs of her clients, she advises clients on operational efficiencies, governance issues, and routinely shares best practices with clients gained from working with a variety of organizations. She is a highly sought national speaker on technical matters in the accounting community.

Not-for-Profit

Private Schools, Foundations, Cultural Arts

Internal Controls Consulting, Risk Assessments, Endowments, Grants Compliance

Federal/State Single Audits

Continuing Care Retirement Communities

Healthcare Consulting

Fraud Related Work: Certified Fraud Examiner and Forensic CPA, Forensic Consulting/Expert Witness/Attorney Work Product

Board Member, Texas Society of Certified Public Accountants (since 2001)

  • NPO Statewide Conference Committee—Member (since 2009) (Previous Chair)
  • BVL Committee—Member (since 2016)

Dallas Society of Certified Public Accountants—Member (since 2004)

  • Not-for-Profit Study Group - Planning Committee Member (since 2009)
  • Convergence CPE Committee—Member (since 2012)
  • Nominations Chair (2016)

American Institute of Certified Public Accountants—Member (since Student Membership in 2001)

Association of Certified Fraud Examiners (member since 2003)

Dallas Social Venture Partners - Partner (since 2012) (various committees and postions)

SPARK! Society for the Arts, Music, Architecture and Sciences (inception-2015, various positions)

The Dallas Foundation Advisory Committee (since 2013)

Partnership for Philanthropic Planning (North Texas Chapter)—Member (since 2013)

Safe Conversations—Advisory Board Member (since 2013)

Arthritis Foundation (previous committees and postions, 2005-2015)

2014 Recipient of the “VIP Woman of the Year” Award, NAPW

2013 Recipient of the “Young CPA of the Year” Award, TSCPA

2013 Recipient of the “Voice for Children” Award, Children @ Risk

2012 Recipient of the “Rising Star” Award, TSCPA

2007 Recipient of the “Young CPA of the Year” award, Dallas CPA Society

2006 Recipient of the “Newcomer of the Year” Award, Dallas CPA Society

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